Richard W. Paul & Associates, LLC Spdr Portfolio S&P 1500 Compos Transaction History
Richard W. Paul & Associates, LLC
- $275 Billion
- Q4 2024
A detailed history of Richard W. Paul & Associates, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Richard W. Paul & Associates, LLC holds 2,210 shares of SPTM stock, worth $141,417. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,210
Previous 2,210
-0.0%
Holding current value
$141,417
Previous $155 Million
1.96%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding SPTM
# of Institutions
688Shares Held
93.1MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$538 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$222 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$215 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$194 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$170 Million0.06% of portfolio